看懂系列Explained
把陌生领域讲给外行听Unfamiliar fields, explained for outsiders
每一篇都从零讲起:先讲来龙去脉,再讲今天的格局,最后讲两者交叉出来的判断。网页可以点、可以查,术语随手看解释,存疑的地方单独标出来。Each piece starts from zero: how the field came to be, who matters today, and what the two together suggest. The pages are interactive, with glossary pop-ups and uncertain claims flagged. Content is in Chinese.
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01
芯片产业链The chip supply chain
一条谁都离不开谁的链A chain where no one can do without anyone
一颗芯片从图纸到手机要经过几道手,哪一环卡着谁;最后一章讲一家创业公司想造芯片,每一步难在哪。How many hands a chip passes through from design to phone, who chokes whom, and what a chip startup faces at every stage.
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02
中国的展厅Exhibitions in China
教室与庙会Classroom or temple fair
1914 年鲁迅逛完中国第一座国立博物馆,只留下一句「殆如骨董店耳」。从那以后,中国的展厅一直在教室和庙会之间摇摆。In 1914 Lu Xun called China's first national museum little more than an antique shop. Chinese exhibition halls have swung between classroom and fairground ever since.
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03
AI 基建泡沫The AI infrastructure bubble
和 2000 年比,先行指标亮到了哪一格Which warning lights are on, compared with 2000
美国历史上的大泡沫很少被「估值太高」直接戳破,破之前通常先亮三盏灯。拿这三把尺子量今天的 AI 基建。Big US bubbles rarely pop on valuation alone; three signals usually light up first. This piece measures today's AI build-out against them.
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04
美术馆与画廊布展How art gets hung
墙后面站着谁Who stands behind the wall
白墙、视平线、一人一墙,今天每一条看展「常识」都有出生年份。美术馆、画廊、双年展、艺博会,墙后面各站着谁。White walls, eye level, one artist per wall: every gallery convention has a birth year. Who shapes the wall at museums, galleries, biennales and fairs.
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05
中国书画史Chinese painting and calligraphy
一支毛笔的三千年Three thousand years of one brush
今天世界上没有一件公认的王羲之真迹。从龟甲到拍卖槌,决定中国书画每一次转向的,往往是谁有权说什么是好。Not one undisputed original by Wang Xizhi survives. From oracle bones to the auction gavel, each turn was decided by who had the power to say what is good.